I excel in crafting comprehensive financial reports across all facets of your business. With a rich background in servicing companies and part resellers.

I'm capable of handling almost any accounting software. Most of them follow a standard format; the key is having access to support from the software provider.

Jonas, Great Plains, Quickbooks Online, desktop, F12, CRM, Filemaker, Alert to name a few

Monthly Bank Covenant report -  A  great report to determine if your company meets the Bank's covenant Requirements.

Cash flows daily report: Offers daily updates on cash balance to prevent exceeding budgeted bank credit.

Facilitates tracking of cash inflows and outflows against the budget, helps ensure that a budget is maintained and limits any surprises with cash flows.

Accounts Receivable Provides insights into overdue accounts and facilitates discussions during collection management meetings. Serves as a valuable resource for managers to comprehend clients' collection history.

Gross margin report  - Perfect for a quick analysis of the Cost of Goods Sold Cost. Provides a detailed breakdown of profitability, including labor, materials, and equipment rental profits, among other major costs. Offers valuable insights into potential margin concerns or areas for improvement.

Cost by Salesperson - If your system is appropriately configured, it can accurately monitor all expenses incurred by sales personnel, making it ideal for businesses with extensive travel requirements

Cost per vehicle - Displays the total cost incurred per vehicle, allowing for the calculation of cost per mileage if vehicle mileage is tracked. May, identify issues with vehicle costs being too high.

There are countless examples, but these are just a few to highlight.

If you're working on construction projects and billing based on completion percentage, having comprehensive job cost reports is vital.

These reports provide essential details on costs, revenue, and completion progress.

I've developed numerous reports tailored specifically for the construction industry to ensure accurate tracking of these metrics.

It's been my passion to design reports, so companies have the tools to zoom in on monthly problem areas, and fix them.

It's invaluable to have these reports.

Being able to spot work orders below a target gross margin or projects with excessively high percentages improves accuracy and identifies issues easily. without looking at everything.

Yes! All of the work can be virtual in different countries and provinces.

Principles are all the small for most small businesses.